Becoming a Vetted AgentTech Publisher: Compliance, Performance, and How Your Campaigns Get In Front of Agencies
Selling insurance leads has always been a relationship business. Every new agency buyer means a fresh pitch, a fresh compliance questionnaire, a fresh insertion order, and a fresh receivables conversation — before a single call is delivered. The AgentTech Dialer Marketplace — now in private beta — is built to convert that relationship work into a one-time vetting cycle, after which your campaigns are listed in front of AgentTech’s installed base of insurance agencies and routed into their existing dialer queues. This guide walks publishers through what the vetting bar looks like, what AgentTech evaluates on every call after you’re live, and how distribution through the Marketplace compares operationally to the cold-pitch-and-onboard cycle most publishers run today.
Why publishers spend more time selling than publishing
For most lead publishers, the operational tax of distribution is invisible until you add it up. A typical sales cycle into a new agency includes the cold pitch, a compliance questionnaire repeating what every other buyer has already asked, a sample-leads test, an insertion order, payment-terms negotiation, a SIP integration, an attribution-platform connection, and a 30-to-90-day “prove it” window before spend stabilizes. Multiply that by every agency in your pipeline, and the team running the publishing operation spends more time onboarding buyers than actually optimizing campaigns.
The compliance overhead is its own line item. The Federal Communications Commission’s 2023 one-to-one consent rulemaking tightened expectations on consent provenance specifically for lead-generation calls, and the Federal Trade Commission’s lead-generation staff perspective documented how downstream visibility into the original lead source erodes as leads change hands. Both pieces of pressure end up at the publisher’s door — agencies are now expected to verify consent before they dial, and they push that verification burden upstream onto the publisher every time.
The Marketplace exists to compress that whole pattern: one vetting cycle with AgentTech, ongoing scoring on the calls you deliver, a single payor instead of dozens of agencies’ AP departments, and direct distribution into the dialer your agency buyers are already using.
What changes when you publish into the Marketplace
Two ways to participate as a publisher
The Marketplace launches with a curated set of vetted campaigns spanning Medicare, ACA, final expense, life, and health verticals so agencies have inventory to turn on from day one. Publishers can participate two ways:
Apply to join an existing curated campaign
If your inventory matches the vertical, geography, lead type, and quality bar of a campaign already in the Marketplace, you can apply to join it. AgentTech vets your contribution against the same standards the campaign was launched on.
Apply to list a new campaign
If you’re bringing inventory the curated catalog doesn’t cover — a new vertical mix, a different lead type, or a state-specific carve-out — you can propose a new campaign listing. Same vetting cycle, structured around the campaign you’re proposing.
Both paths require passing AgentTech’s independent vetting before any traffic is delivered. The vetting bar is identical whether you’re joining an existing campaign or proposing a new one — the difference is whether the campaign already has agency demand attached or whether AgentTech needs to confirm there’s a market for what you’re publishing.
What the vetting bar actually covers
AgentTech’s vetting is independent of the publisher’s own marketing claims. The review focuses on the parts of the publishing operation that matter to the agencies on the other side of the Marketplace — compliance posture, consent provenance, and historical performance — rather than on your sales deck. The intent is for the same single vetting outcome to satisfy every Marketplace agency buyer, which is only possible if the bar is high enough that buyers can trust it.
Three things are deliberately out of scope. AgentTech doesn’t evaluate your pricing strategy, your internal margin, or your unit-economics model — that’s your business. The vetting is about whether the calls you publish meet the standard agencies should be able to assume by default; what you charge for them is a separate conversation between you and the campaign.
What AgentTech reviews
TCPA posture and consent provenance on the leads you intend to publish; historical performance against other buyers (where data exists); and how the calls you deliver behave once they’re live in the Marketplace. The review is repeated on an ongoing basis — vetting isn’t a one-time gate.
What gets scored on every call after you’re live
Once your campaigns are listed, every call delivered through the Marketplace is recorded, transcribed, and scored by AgentTech’s AI Compliance Scoring engine. That score becomes part of the publisher’s scorecard, which is visible to both you and the agencies on the other side of the campaign. The scoring covers what was said, in what order, and whether required disclosures and consent language were present — the elements compliance teams listen for when they sample calls manually.
For a publisher, that ongoing scoring is the part that distinguishes Marketplace distribution from a traditional one-pitch-and-done sales cycle. You don’t just get vetted once and disappear into the inbox of your account managers — the calls you deliver are continuously evaluated against the same standard, and that record is what an agency uses to decide whether to expand the campaign, hold it steady, or pause it. It’s effectively the same feedback loop the AgentTech platform applies to the agencies’ own internal calls (described in the AI vs human call monitoring piece), now extended across the publisher boundary.
How your campaigns reach agency buyers
Once a campaign is approved, distribution runs through the same publisher-queue infrastructure agencies already use for routing inbound calls (the same one described in our developer guide for integrating lead vendors). For the publisher, that means there’s no per-agency SIP integration to negotiate — you connect once to AgentTech, and the platform handles delivery into each approved agency’s queues, including state-licensing checks, skills-based routing, call-cap rules, and operating-hours logic the agency has already configured.
Practically, that compresses what used to be a multi-week per-agency integration project into a single connection that an arbitrary number of approved agencies can buy from. If a new agency joins the campaign, you don’t do anything — their queues become an additional destination for the same campaign feed.
The AgentTech capabilities you’re plugging into
Three platform capabilities do most of the work on the publisher side of the Marketplace:
Publisher queue infrastructure
The same routing layer agencies use for inbound and live-transfer calls. One publisher connection feeds an arbitrary number of approved agency queues — no per-agency SIP setup.
Per-call AI compliance scoring
Every call you deliver is recorded, transcribed, and scored. The result is a contemporaneous, independent compliance record — the kind of evidence buyers used to ask publishers to manually produce.
Shared performance scorecards
Publishers and agencies see the same call counts, talk time, dispositions, compliance scores, and disputes per campaign. Disagreements resolve against one record, not two.
One payor for everything you publish
AgentTech is the merchant of record. You collect from AgentTech on a predictable schedule rather than chasing every agency’s AP department individually.
Getting paid: one schedule, one payor
For publishers, the payment model is structured around one practical question: where does the money come from? The answer in the Marketplace is the same regardless of how many agencies bought your campaign in a given period. AgentTech is the merchant of record — agencies pay AgentTech, and AgentTech pays the publisher on a predictable schedule. You don’t track Net 7 / Net 15 / Net 30 across a roster of buyers; you don’t chase 1099s; you don’t reconcile per-agency line items at month-end.
That single-payor structure is also what makes some of the capabilities AgentTech is rolling out next possible — including invoice factoring for publishers, deeper publisher-side analytics, exclusive campaign tiers, and automated reconciliation. These are described in directional terms and are subject to change in scope, design, and availability; the architectural enabler is that AgentTech sits in the middle of the payment flow and has visibility into every call delivered against every campaign. Where that visibility leads is a publisher-side product surface that doesn’t exist in the per-agency-receivables model most publishers operate today.
What changes about your weekly publisher cadence
Suggested weekly Marketplace cadence (publisher side)
- Review the per-campaign scorecard — calls delivered, dispositions, AI compliance scores, disputes — for every campaign you’re listed on.
- Investigate any compliance-score drift. The AI scoring engine flags the call segments that drove the score, so you can address the underlying script or routing issue at the source.
- Watch for capacity signals from approved agencies (campaigns paused, capacity expanded). Adjust your inventory targeting accordingly.
- Reconcile against AgentTech’s scheduled payout once per period — not per-agency, not per-invoice.
- When you have new inventory the curated catalog doesn’t cover, propose a new campaign listing rather than spinning up a separate sales cycle.
For publishers running their own outbound or compliance-heavy operations, the operational pattern is similar to what AgentTech’s agency customers run on the buy side — the same disposition discipline described in the custom disposition fields guide and the same compliance-scoring loop covered in the CMS call monitoring requirements piece. The Marketplace effectively wraps that operational pattern around your distribution channel, not just your internal team.
Frequently Asked Questions
Do I have to be exclusive to AgentTech to publish into the Marketplace?
No. The Marketplace is one distribution channel; nothing in the listing process restricts where else you sell the same inventory. Some campaign tiers may be structured around exclusivity in the future — that’s described in directional terms and is subject to change in scope, design, and availability.
What lead types and verticals does the Marketplace cover?
Launch coverage spans Medicare, ACA, final expense, life, and health, across the major lead types (live transfer, inbound, web-form, aged). Coverage expands as new vetted publishers and campaigns are added — if you publish inventory the curated catalog doesn’t cover today, you can propose a new campaign listing.
How does AgentTech handle TCPA and consent documentation on my listings?
Vetting includes a review of TCPA posture and consent provenance on the leads you publish — including how the underlying consent satisfies the FCC’s consent requirements for lead-generation calls. Calls delivered through the Marketplace are then scored against the same standard on an ongoing basis, so the compliance record isn’t a one-time attestation.
What happens if a compliance score drifts on a campaign I’m publishing?
The drift shows up on the same scorecard both you and the agency see. Sustained or significant drift can trigger a pause on the campaign or, in serious cases, removal from the Marketplace. The scoring engine surfaces the call segments that drove the score, so the underlying issue is addressable at the script or routing level rather than abstract.
How do I apply?
Reach out through AgentTech’s contact channels and indicate whether you’re applying to join an existing curated campaign or proposing a new campaign listing. Publishers are onboarded on a rolling basis as they clear independent vetting.
Apply to publish in the AgentTech Dialer Marketplace
Join an existing curated campaign or propose a new campaign listing. One vetting cycle, one payor, distribution into AgentTech’s installed base of insurance agencies.